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Telecom Industry

Analysis | Diagrams | Innovators

How will incumbents be able to compete with DePIN business models?

It's the 90s all over again, except this time anyone can own a stake in the critical infrastructure that runs the economy.

Subject​

Problems​

Needlessly Bureaucratic Centralized Planning.

Our systems of governance are rife with corrupt cronyism, or at best simply inept.

Solution​

Constant permissionless competition to evolve open standards, where the best engineering coupled with financial incentives can win if the culture behind community can gain momentum.

Decentralize Decision Autonomy to the edges where boots on the ground understanding of the problem exits.

Value Model​

Revenue Enhancement

  • Transform traditional MVNO economics through crypto integration
  • Increase average revenue per user from $4-5 to potentially $15-20
  • Add complementary services beyond basic mobile connectivity

User Experience

  • Abstract crypto complexity from end users
  • Focus on delivering core mobile services
  • Enable seamless integration of financial services

Strategic Vision​

Market Expansion

  • Target international markets, particularly Latin America
  • Scale through strategic acquisitions
  • Build unified customer experience combining mobile and financial services

The strategy fundamentally aims to demonstrate how crypto rails can transform traditional telecom businesses while maintaining focus on core service delivery and user experience.

Growth by Acquisition​

  • Target existing MVNOs with established user bases
  • Focus on operations with current 10% EBITDA margins
  • Transform profitability to 20% EBITDA through crypto integration

See Growth by Acquisition Playbook

DePIN Technology​

Which blockchain provides the best platform for growing a decentralized telco network?

Network Architecture

  • Deploy Helium network infrastructure in international markets
  • Utilize hybrid model combining Helium's decentralized network with traditional carriers
  • Leverage T-Mobile's network as backup coverage

Cost Optimization

  • Implement variable pricing structure instead of fixed rates
  • Maintain minimum threshold around $0.15 per gigabyte
  • Capture arbitrage opportunities through data offloading

DePIN Protocols​

Which protocols could be brought to New Zealand? DePIN protocols that are eating into incumbent marketshare.

See DePIN Project Ecosystem

Inversion Capital​

Inversion Capital - Santi

Helium​

Growing in the US

Context​